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Schwab US TIPS ETF
SCHP

Overview Fund Activity

201 hedge funds and large institutions have $1.24B invested in Schwab US TIPS ETF in 2017 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 99 increasing their positions, 46 reducing their positions, and 17 closing their positions.

Holders
201
Holders Change
+12
Holders Change %
+6.35%
% of All Funds
5.02%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.25%
New
31
Increased
99
Reduced
46
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$300M
2
CSIA
2
Charles Schwab Investment Advisory
California
$259M
3
MCM
3
Makena Capital Management
California
$32.1M
4
PAG
4
Pinnacle Advisory Group
Maryland
$49.8M
5
AHSSHC
5
Adventist Health System Sunbelt Healthcare Corp
Florida
$7.48M

Top Sellers

1
AWE
1
Avidian Wealth Enterprises
Texas
$544K
2
AL
2
Aspiriant LLC
California
$1.66M
3
MIH
3
Madison Investment Holdings
Wisconsin
$7M
4
M&T Bank
4
M&T Bank
New York
$9.91M
5
AA
5
Apriem Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
126
Formidable Asset Management
Ohio
$356K +$119K +4,312 +50%
Citigroup
127
Citigroup
New York
$350K – – –
ML
128
McAdam LLC
Pennsylvania
$309K +$7.01K +254 +2%
1CM
129
1492 Capital Management
Wisconsin
$308K +$59.5K +2,156 +24%
Bessemer Group
130
Bessemer Group
New Jersey
$299K – – –
SWM
131
Stockman Wealth Management
Montana
$296K -$99.6K -3,600 -25%
RPA
132
Rock Point Advisors
Vermont
$292K – – –
CA
133
Continuum Advisory
Idaho
$287K -$11.3K -410 -4%
SGCA
134
Steel Grove Capital Advisors
Tennessee
$273K – – –
FANJ
135
Financial Architects (New Jersey)
New Jersey
$262K +$74.3K +2,692 +40%
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$255K -$3.43K -124 -1%
PG
137
Patten Group
Tennessee
$253K +$774 +28 +0.3%
CA
138
Cambridge Advisors
Nebraska
$248K – – –
DIS
139
Diversified Investment Strategies
Louisiana
$245K -$58.1K -2,100 -19%
Comerica Bank
140
Comerica Bank
Texas
$245K -$775 -28 -0.3%
SPC
141
Sigma Planning Corp
Michigan
$244K +$5.25K +190 +2%
BlackRock
142
BlackRock
New York
$243K -$1.88K -68 -0.8%
AIM
143
Avity Investment Management
Connecticut
$243K – – –
CAN
144
Cetera Advisor Networks
California
$230K -$5.71K -208 -2%
BRWA
145
B. Riley Wealth Advisors
Florida
$229K +$229K +8,280 New
NDSI
146
Newman Dignan & Sheerar Inc
Rhode Island
$227K +$442 +16 +0.2%
PS
147
Portfolio Solutions
Michigan
$220K -$287K -10,426 -57%
TSS
148
Two Sigma Securities
New York
$217K +$217K +7,846 New
WIC
149
Whitegate Investment Counselors
New Hampshire
$209K +$209K +7,566 New
FMC
150
First Merchants Corp
Indiana
$206K +$206K +7,442 New
4 5
6
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